Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,389 institutions that hold shares in the stock, with a total of 9.1 Billion shares, which have been reported (via 13F filing form) to have a value of $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
622,396
shares
|
$132 Million
6.03% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
622,252
shares
|
$132 Million
4.78% of portfolio
|
Q3 2022
Added 3.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
615,532
shares
|
$131 Million
3.68% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
615,166
shares
|
$131 Million
2.32% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
614,888
shares
|
$131 Million
7.35% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
609,310
shares
|
$129 Million
3.61% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
607,181
shares
|
$129 Million
4.27% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
603,651
shares
|
$128 Million
5.42% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
601,515
shares
|
$128 Million
0.81% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
601,267
shares
|
$128 Million
4.29% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
598,443
shares
|
$127 Million
9.61% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
598,056
shares
|
$127 Million
1.45% of portfolio
|
Q1 2025
Added 42.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
596,531
shares
|
$127 Million
1.4% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
594,432
shares
|
$126 Million
6.3% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
594,286
shares
|
$126 Million
3.32% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
593,464
shares
|
$126 Million
3.5% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
592,479
shares
|
$126 Million
2.78% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Nicholas Company, Inc.
|
May 08, 2025 Q1 2025 |
586,415
shares
|
$125 Million
2.36% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
582,789
shares
|
$124 Million
7.97% of portfolio
|
Q1 2025
Added 38.25%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
582,071
shares
|
$124 Million
2.56% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
581,776
shares
|
$124 Million
4.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
581,748
shares
|
$124 Million
2.13% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Ns Partners LTD
|
May 12, 2025 Q1 2025 |
581,285
shares
|
$124 Million
5.71% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
580,399
shares
|
$123 Million
1.24% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
579,651
shares
|
$123 Million
5.28% of portfolio
|
Q1 2025
Reduced 2.68%
|